Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6721 | FTSD | FRANKLIN SHORT DURATION U.S. G | — | 55 | $5K | — | SOLD |
| 6722 | — CALL | INVESCO EXCH TRADED FD TR I | — | 100 | $5K | — | SOLD |
| 6723 | HOFT | HOOKER FURNISHINGS CORPORAT | Consumer Cyclical | 434 | $5K | — | SOLD |
| 6724 | FRMM | ETHZILLA CORPORATION | Technology | 1,000 | $5K | — | SOLD |
| 6725 | SPXX | NUVEEN S&P 500 DYNAMIC OVERWRITE FUND | Financial Services | 268 | $5K | — | SOLD |
| 6726 | — CALL | DIGITALOCEAN HLDGS INC | — | 100 | $5K | — | SOLD |
| 6727 | IDEC | INNO INT DEV POWER BUFF DEC | — | 149 | $5K | — | SOLD |
| 6728 | BHK | BLACKROCK CORE BOND TRUST | Financial Services | 500 | $5K | — | SOLD |
| 6729 | — | BLOOM ENERGY CORP | — | 1,000 | $5K | — | SOLD |
| 6730 | BAUG | INNOVATOR US EQ BUFFER AUG | — | 95 | $5K | — | SOLD |
| 6731 | KLXE | KLX ENERGY SERVICS HOLDNGS | Energy | 2,500 | $5K | — | SOLD |
| 6732 | RVT | ROYCE SMALL-CAP TRUST INC | Financial Services | 292 | $5K | — | SOLD |
| 6733 | — CALL | ENDEAVOUR SILVER CORP | — | 500 | $5K | — | SOLD |
| 6734 | IIM | INVESCO VALUE MUNICIPAL INCO | Financial Services | 374 | $5K | — | SOLD |
| 6735 | AUGT | ALLIANZIM US EQUITY BUFFER10 A | — | 129 | $5K | — | SOLD |
| 6736 | FSCC | FED HERMES SMALL CAP CORE | — | 150 | $5K | — | SOLD |
| 6737 | CGEN | COMPUGEN LTD | Healthcare | 2,926 | $4K | — | SOLD |
| 6738 | MGMT | BALLAST SMALL/MID CAP ETF | — | 99 | $4K | — | SOLD |
| 6739 | — CALL | HUT 8 CORP | — | 1,000 | $4K | — | SOLD |
| 6740 | TMFG | MOTLEY FOOL GLOBAL OPP | — | 143 | $4K | — | SOLD |
Sector Allocation
Financial Services
33.0%
Technology
24.0%
Communication Services
24.0%
Utilities
7.2%
Consumer Defensive
4.3%
Consumer Cyclical
2.8%
Real Estate
1.6%
Healthcare
1.2%
Industrials
0.9%
Basic Materials
0.8%